See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,742 | $81,632-74.6% | $70,449-70.6% | $158,922-86.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 50.73% | 208.40%-157.7pp | 109.03%-58.3pp | 302.83%-252.1pp |
| Employer contribution / active EE | $3,648 | $3,217+13.4% | $2,737+33.3% | $4,761-23.4% |
| Participant deferral / active EE | $7,077 | $4,554+55.4% | $3,709+90.8% | $5,982+18.3% |
| Admin fee / account holder | $423 | $6,193-93.2% | $3,845-89.0% | $11,246-96.2% |